Skip to main content
BackedHelp Centre

Payment letters

Send each recipient of an approved payment batch a letter listing their payments, preview it, and send it again.

Last updated

A payment letter tells a recipient what they are being paid. From an approved or paid batch's page, Backed makes one letter for each recipient, listing only that recipient's payments, stores it as a PDF and sends it to them.

You need the Can access Payments permission and full access to every payment in the batch.

Send the letters

  1. On the batch's page, select Payment Letters. The dialog shows how many recipients the batch pays.
  2. Choose a Letter template. Letter templates are the same ones used for other letters; if there are none yet, add one in Settings first.
  3. Select Send letters.

The letters are made in the background. Each shows Being made, then Sent once it is stored and sent, with the date and how many times it has been sent. The recipient is notified with a link to their letter, if that message is turned on for your organisation.

Preview and re-send

  • Preview opens a sent letter's PDF in a new tab.
  • Re-send sends the same letter again and counts another send.
  • A letter that couldn't be made shows Failed with the reason. Select Try again to make it again.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.